Summit Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $357K | Hold |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $334K | Hold |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $332K | Sell |
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|
2019
Q2 | $404K | Sell |
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|
2019
Q1 | $426K | Hold |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $381K | Hold |
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|
2018
Q2 | $334K | Hold |
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|
2018
Q1 | $358K | Buy |
|